Financial Advisor Marketing Podcast

Most financial advisors are misled by marketing myths that promote teaching as the way to attract clients. This approach fails because it engages the logical mind instead of the emotions that drive purchasing decisions. Discovering three essential marketing shifts can lead to better results. By fostering curiosity, prioritizing conversations over concepts, and focusing on transformative results rather than deliverables, advisors can vastly improve their strategies. Finally, it’s crucial to move away from over-education to elevate marketing effectiveness.

Discover the surprising truth about using AI for financial advisor marketing. The host confesses that simply improving prompts won’t lead to better results due to flawed source material like Reddit and Wikipedia. Hear how this leads to average marketing outcomes and potentially harms your business. Learn about a new AI tool tailored for financial advisors that addresses these issues and enhances marketing efforts. Plus, understand why financial advisor marketing is unique and requires a specialized approach.

A seasoned fixer explores 15 challenges that financial advisors must tackle on their own. He highlights the dangers of a victim mentality and the pitfalls of small thinking. Fear-driven decisions often keep advisors from seizing opportunities. He addresses how perpetual excuse-making and avoidance of feedback hinder growth. Moreover, analysis paralysis can trap them in inaction. Ultimately, he emphasizes the necessity of hard work and measuring progress for real success.

Success can often be achieved by embracing the wisdom of others rather than relying solely on your own abilities. The discussion highlights the importance of deference—learning from specialists like copywriters and researchers to accelerate growth. Additionally, listeners discover how to benefit from flawed role models and the biblical principle of seeking counsel for safety. Practical advice on operational listening and consistency in execution emphasizes that daily actions often yield better results than cleverness. Plus, a unique strategy for acquiring top skills through collaboration is introduced.

AI is poised to disrupt the financial advisory industry, having already passed the CFA exam in record time. Advisors face a battle for market perception, as many clients find AI options appealing for their speed and cost-effectiveness. The conversation highlights how advisors can differentiate themselves by showcasing unique, human-centered services. Analogies to the camera industry stress the importance of perception over credentials. By embracing AI as an ally and repositioning their offerings, advisors can stay relevant in a rapidly evolving landscape.

It shocks me how many financial advisors struggle with their own finances. If you struggle with your own money, how do you expect any clients to trust you with their money? But that's the unfortunate reality for far too many advisors. That's why I recorded this episode. I'm going to show you how to force yourself to make more money. Listen now. Show highlights include: Why being psychologically congruent gives you an unfair leg up over almost every advisor you'll compete against (2:04) The neglected "circulation" secret for almost magically filling your pipeline with highly qualified prospective clients (3:30) How your friends and family might be keeping you broke (and what to do about it) (6:33) A simple formula any financial advisor can follow to double or even triple their income (11:54) How research and planning only delays your wealth (and may sacrifice it completely) (14:12) How inexperienced advisors can become more experienced than advisors with decades in the game in only a few short years (19:12) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Every prospective client you'll ever meet will have some objections to working with you. The problem most advisors make is that they take these objections personally. The reality is, most of the time, they're rooted in your prospective client's insecurities, and have absolutely nothing to do with you. But there's another problem: Your prospective clients also aren't about to open themselves up like you're their therapist and tell you about all of their biggest fears and insecurities. That's the bad news. The good news? There's a way to uncover this intel, incorporate it into your marketing, and dismantle their objections before they even put words to their emotions. And that's what I show you how to do in this episode. Listen now. Show highlights include: This is probably the #1 most effective marketing secret I've ever learned (and it's also the most looked over by other advisors) (0:33) The single most dominant emotion prospective clients have before meeting with you (1:11) Why financial advisors consistently get disappointed when they implement funnels recommended by Alex Hormozi, Russell Brunson, and Gary Vee (2:23) The "inner world" mindset shift that instantly relieves you of taking objections personally (3:51) How to make a prospective client tell you their biggest objections so you dismantle them before they ever come up in conversation (5:33) Why engineers and physicians object to your financial services (6:05) How to pre-handle objections in your marketing before ever even meeting a prospective client (7:15) A real life demonstration of Pollard AI in action (think it could help you become a better marketer? find out at…) (10:55) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Most advisors try a bunch of random LinkedIn marketing strategies, then get discouraged and quit when they get subpar results. The problem? You're vastly overcomplicating LinkedIn. In fact, I can sum up the single most effective LinkedIn strategy in only 5 words. That's it. If your plan isn't that simple, you're wasting a bunch of your time for nada. Here's the good news: By simplifying your strategy with the one I recommend in today's show, you'll not only free up your time, but your results will "hockey stick" too. Listen now if you want real results from LinkedIn. Show highlights include: How to make LinkedIn one of your most successful marketing strategies you've ever run (6:30) Why overcomplicating your LinkedIn marketing strategy is the #1 reason it'll fail (and the 5-word strategy that gets you almost more clients than you can handle) (7:35) The "newsfeed" trick that's so obvious it's overlooked - and how it guarantees your DMs get seen (8:30) Why having SalesNavigator send you LinkedIn prospects is a quick way to blow through your dough without landing a single appointment (9:22) The weird way to "hire" LinkedIn as your personal (and free) marketing intern by getting a fewer number of responses (11:00) Why treating LinkedIn like a numbers game is the single biggest mistake you can make on the platform (13:42) The "Digital Begging" mistake upwards of 90% of advisors using LinkedIn as a marketing strategy commit (19:06) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

There are an endless stream of marketing resources for advisors. But most advisors get overwhelmed by the sheer amount of information available. And you know what? Most of the information can actually harm your business. That ends today. In today's show, I reveal the 3 best marketing resources ever created for advisors. After listening to this episode, you will have all the ingredients you need to grow your financial advice business. And grow it at breakneck speed. Listen now. Show highlights include: How to get 24/7 access to me without forking over my hefty consulting fees (2:00) Why financial advisors who use AI bots like ChatGPT, Claude, and Perplexity will fizzle out completely and go extinct soon (3:44) How to create a step-by-step marketing plan based on your location, expertise, and marketing know-how in two minutes or less (10:42) Here's an old direct mail headline that can fill your calendar with high-quality prospects by tweaking a few words (13:04) Why the Bible is the best "law of attraction" book on the planet (15:55) 2 collections of letters to shareholders that will make your business grow faster and easier just by reading through them (17:42) If you want Jeff to build a custom CRM solution that fits your financial advice business like a glove, visit his website at https://advisortechpartners.com and click the big, orange button. Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

In this engaging discussion, Jeff Rusin, co-founder of Advisor Tech Partners and a CRM automation expert, shares invaluable insights on enhancing financial advisory workflows. He reveals how personalized touchpoints can convert clients even before meetings and how the 'Gloved CRM' approach can save teams significant time. Jeff warns against common CRM mistakes and the pitfalls of shiny object syndrome, urging advisors to focus on existing strengths. You'll also discover how segmentation and pattern recognition can dramatically improve client engagement and profitability.